Dec 5, 2013 6:00pm EST
johnson & johnson and procter & gamble. and my trust owns both of them because they are earnings momentum and restructuring stories respectively. we will be looking to buy them for the trust if they get hammered. i know it shouldn't be that easy. you have to be suspicious of any trading strategy that comes out so easily. but it sure makes sense if you're calling for the over so to speak, meaning more jobs as my friend and writing colleague at the street.com has suggested to me. and by the way, this man has been dead right on this number. probably the best guy i know on what the number's going to be like. besides, it's cheap insurance of what could be a treacherous 3.35% in the ten-year that will, indeed cause stocks to decline. it's going to be a shock to the parts of the stock market that are most sensitive to rates. no, i'm not calling for bonds to go to 3.5% immediately, but bonds do overshoot, and that's where the ten-year could go in a short period of time after a stronger than expected number. needless to say, you can also go buy puts on the tlt. that's the bond etf that mi
Dec 7, 2013 4:00am EST
am i recommending mcdermott on speculation friday? simple, it announced the old ceo steven johnson who has been running the company some say running the company into the ground for the last four years will be retiring later this month. going to be replaced by david dixon. and before that he ran the u.s. arm of technip a terrific energy construction firms that's one of the principal competitors. dixon has 23 years of offshore experience. that's right, in engineering construction for oil fields and i think he's the right guy for the job. i think he has the experience to turn the company around. mcdermott's management is being revamped, but that alone will not make for a turn around, creates the potential for one. what do i think is happening could encourage shareholders? first of all, and this is crucial in any stock story comeback. after all the company's missteps, the expectations for mcdermott have gotten so low that the stock seems to be impervious to bad news. what i regarded as a disappointing quarter. earnings coming in well below expectations. company's backlog decreasing an
Dec 4, 2013 11:00pm EST
: boeing. b.a. johnson & johnson and cemex. >> let me start with the last one first, speculative mexican play. i have to tell you, mexico, i have been trying to find ways to play mexico and i don't like the eww. that's an interesting way to do. aerospace, boeing, j&j, it's a large part of my charitable trust. mcdonald's, no on phillip morris. i didn't like that quarter. replace it with a diversified industrial company like g.e. you have a restaurant chain, tobacco, i don't like that one. aerospace. drug and cement. good choices, but the pmi, a lot of people got hurt by that because it's a new negative view for me. i have liked it for ages. i no longer do. stick with cramer. >>> mad about "mad money"? immerse yourself into cramers world, while you watch the show with zeebox. on your phone, tablet or on the web, get sneak peeks, go behind the scenes. and join the conversation. download the free app today for the ultimate cramerican adventure. >>> so much data today got lost in the shuffle. the twitter led rally, they did terrifically. facebook thought it would be added to the s&p, it didn'
Dec 3, 2013 6:00pm EST
positive auto sales news is bad for the -- and we have high-quality stocks like johnson & johnson, one of my fifes. smirk, my favorite company, peanut butter. both would have been substantially higher and i wanted to buy the oils and stick around, i'll tell you which ones are the best values and these are the kind of sweaters worth pouncing on before someone else nabs them up. right now the market is truly confused and confusion is a negative for stocks. i suspect there will be more mark dunns. nevertheless, the sweaters will be moved eventually. hey, maybe you'll start buying one tomorrow. john in california. >> hi, jim. how are you today? >> i don't know. i got bit by a spider. it's killing me. what's up? >> i tried to call you four and a half months ago on the airline industry and i wanted to thank you for the us air pub, when i told you how high do you think they could go? >> now that this deal is done, this stock has now sold off more than 10% from its high. a lot of this is because oil started bouncing again, but when we've seen these big deals occur these stocks have a second year